Purchases and Sales Made in Q3 2025 in Invesco Bulletshares 2026 Muni (BSMQ)
This table provides information about the institutional ownership of Invesco Bulletshares 2026 Muni (BSMQ) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2026 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25.4K+ 61.04% |
$597K - $603K
|
67.1K
$1.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
17.6K+ 15.84% |
$413K - $417K
|
129K
$3.04M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
16.7KNew |
$393K - $396K
|
16.7K
$395K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
16K+ 279.0% |
$376K - $380K
|
21.8K
$514K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.7K+ 420.32% |
$299K - $301K
|
15.7K
$372K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.38K+ 7.1% |
$220K - $222K
|
141K
$3.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
9.09K+ 42.78% |
$213K - $215K
|
30.3K
$717K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
9.07K+ 32.59% |
$213K - $215K
|
36.9K
$872K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.29K+ 9.87% |
$171K - $173K
|
81.1K
$1.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.9K+ 20.66% |
$115K - $116K
|
28.6K
$676K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
4.64K+ 25.36% |
$109K - $110K
|
22.9K
$542K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.2K+ 20.57% |
$98.6K - $99.5K
|
24.6K
$582K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.2K+ 853.33% |
$75.1K - $75.8K
|
3.58K
$84.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
378+ 2.06% |
$8.88K - $8.96K
|
18.7K
$442K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
281+ 0.64% |
$6.6K - $6.66K
|
44.5K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
97+ 0.45% |
$2.28K - $2.3K
|
21.7K
$512K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
75+ 0.2% |
$1.76K - $1.78K
|
38K
$899K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
73+ 0.68% |
$1.71K - $1.73K
|
10.9K
$257K
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-189- 0.84% |
$4.44K - $4.48K
|
22.3K
$526K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-307- 33.7% |
$7.21K - $7.28K
|
604
$14.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-413- 1.13% |
$9.7K - $9.79K
|
36.2K
$856K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-532- 0.18% |
$12.5K - $12.6K
|
291K
$6.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-537- 0.96% |
$12.6K - $12.7K
|
55.2K
$1.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-762- 8.04% |
$17.9K - $18.1K
|
8.72K
$206K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.4K- 12.32% |
$32.9K - $33.2K
|
9.96K
$235K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-2.32K- 10.29% |
$54.4K - $54.9K
|
20.2K
$478K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-3.72K- 25.19% |
$87.3K - $88.2K
|
11K
$261K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.9K- 40.41% |
$115K - $116K
|
7.23K
$171K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.57K- 5.03% |
$131K - $132K
|
105K
$2.49M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.7K- 24.07% |
$134K - $135K
|
18K
$425K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-17.2K- 49.74% |
$404K - $407K
|
17.4K
$410K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-164K- 89.86% |
$3.85M - $3.89M
|
18.5K
$437K
|